"Paradigm Shift" Blogs & Blog Posts

Capitalism has astonishingly imposed and facilitated our preferred, ideal setup—Chemrez’s management doing its job of running the company, taking care of the technical burden for us, while we, being investors, duly reaping the economic rewards, e...

One of the chief reasons which have prompted our purchase of Chemrez shares was due to a market anomaly which I often exploit—particularly, companies selling below their equity or book value.  This is Part 6 of a Series. Go to Part 5...

Great investment operations endure the test of time, spanning decades of consistently compounding money. Along these lines, we strongly maintain and attempt to be the same and consistently reach double digits growth on an annual-basis.  This is...

We, as passive investors should be shrewd businessmen, having the technical operations of the business delegated but still mindful and prudently watchful of the state of our assets.  This is Part 4 of a Series. Go to Part 3: Conservative Expecta...

We shall have a more conservative expectation on our rate of return, limiting it and not being excessively optimistic in our prospect than what our underlying held companies, in their operational and financial capacities as real businesses, can reali...

Stocks, by their very nature, are long-term; evaluating them, as true businessmen do, takes into consideration the years it commonly takes to recoup initial outlay, conservatively vouching on the cash-generating economics of the venture. This is Part...

This is Part 1 of a Series. When I started that hedge fund which I first mentioned here, I wrote my partners a preliminary letter trying to state and address the operating principles behind the private investment partnership. Below is that lett...